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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,106 | $223,823-53.0% | $211,142-50.2% | $154,746-32.1% |
| Participation rate | 42.9% | 87.9%-45.0pp | 87.3%-44.4pp | 80.7%-37.8pp |
| Annual return | 2.41% | 50.39%-48.0pp | 46.84%-44.4pp | 172.34%-169.9pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,571 | $9,750-63.4% | $9,284-61.5% | $6,730-46.9% |
| Admin fee / account holder | $1,988 | $19,707-89.9% | $19,076-89.6% | $14,365-86.2% |